TCM

Search for a contact


Click on the Search buttonicon on the TCM taskbar, which will bring up the search box


In the Find box type the name of the contact you wish to search for.
Use the slider bar to make the list of possible choices smaller by placing the slider in the 'Exact' position.

Search Box


Click the green traffic light or press the enter key to begin the search. (Note: The green light will only become available when there are 2 or more characters in the search box.)


Click on the 'Favourites' tab to search for the contacts you access a lot. (To add a contact to the favourites list, do a normal search then right click on the contact. Choose 'Send to Favourites' from the menu which appears.)
Click on the 'Recent' tab to check through the contacts you have accessed recently.

Search_Ref

Search results


Double click on the relevant name in the search results box when it appears.

The series of numbers below the contact name or folder is the filing refernece which you can use to build a hard-copy filing system which will match your TCM electronic filing system.



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[Main Screen] [Properties setup] [Normal folder]
[Company/Family folder][Single Contact folder] [Making/Receiving telephone calls]
[Reschedule a call back] [New Contact (Call Screen)] [Relocating a contact]
[Add Contact to existing company] [Diary Event]